Rothschild Investment LLC’s Vitesse Energy VTS Stock Holding History

Rothschild Investment LLC’s Portfolio VTS Stock Details VTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$636	Sell	35 -2	-5%	-$40	﹤0.01%	3042
2025 Q4	$713	Sell	37 -21	-36%	-$448	﹤0.01%	2799
2025 Q3	$1.35K	Hold	58	–	–	﹤0.01%	2454
2025 Q2	$1.28K	Sell	58 -70	-55%	-$1.53K	﹤0.01%	2329
2025 Q1	$3.15K	Buy	128 +25	+24%	+$640	﹤0.01%	1656
2024 Q4	$2.58K	Buy	103 +15	+17%	+$392	﹤0.01%	1654
2024 Q3	$2.11K	Buy	88 +25	+40%	+$617	﹤0.01%	1692
2024 Q2	$1.49K	Hold	63	–	–	﹤0.01%	1488
2024 Q1	$1.5K	Buy	63 +5	+9%	+$110	﹤0.01%	1237
2023 Q4	$1.27K	Buy	+58	New	+$1.34K	﹤0.01%	1178

Other funds holding VTS

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return